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USAA Bank (New Two Factor Auth) Blocked
USAA just instituted a new two factor authentication program, so for the past couple days the bank has actually been blocked. I have tried removing the entire connection but the blocked connection…
- Ivory Piccolo
- Ivory_Piccolo.6
- 15 hrs ago
- 2 replies
- 16
- JR544520 min ago
- Accounts & Transactions
Capital One Credit Cards - This is completely unacceptable.
What am I paying for? I did the stupid two factor authentication thing with the text sent to my phone, even though literally everywhere else that CapOne is linked is not requiring this,…
- Fake Names Are Stupid
- Forest_Green_Lightning
- 2 days ago
- 12 replies
- 130
- Navy Blue Pegasus37 min ago
- Bank Importing
Tracking Savings Goals with open Line of Credit?
TL:DR - I'm trying to discover the best practice for tracking savings goals in the app, while keeping all income in my line of credit. I have HISTORICALLY used the app where I have 5-10 'long term'…
- Blue Jackal
- Blue_Jackal
- 1 yr ago
- 72 replies
- 2,005
- 1
- nolesrule1 hr ago
- Saving
ISSUES: Fidelity Credit Card Transactions
I have three issues with my two Fidelity Credit Cards.... Payments for one of the cards are appearing in BOTH cards. Payments for the other card aren't appearing AT ALL.…
- Victor Rodriguez
- Husband, Father, Software Engineer
- victropolis
- 1 hr ago
- 3
- Bank Importing
Open Banking API
The UK Banking establishment began opening up their Open Banking API on the 13th January this year, Allowing 3rd party's access to bank account information.…
- Mike Legdon
- m_leggy
- 1 yr ago
- 147 replies
- 7,542
- 23
- Tomato Colt1 hr ago
- Bank Importing
- Answered
- Answered
New to YNAB - different bank accounts
Hello, Some financial plans I know of require you to have different bank accounts for budgeting purposes eg, one for bills, one for day to day spending etc.…
- lolsausages
- Cyan_Tape.6
- yesterday
- 12 replies
- 85
- jenmas2 hrs ago
- Method & Budgeting
Automatic credit card transactions
I have had YNAB 4 for years but have just started fresh with the newer YNAB. I used to handle credit cards differently - more as the credit card bill as a category not as a budget account,…
- Refreshed Ynaber
- refreshed_ynaber
- yesterday
- 11 replies
- 70
- nolesrule2 hrs ago
- Credit Cards
Do you treat Savings Account/Investment Account/401k as expenses?
I am trying to figure out how to list these savings for them to show up on the reports. Is the best way for me to do this to list them as an expense? If so, that leads me to 2 more questions:…
- Green Filly
- Green_Filly.5
- yesterday
- 7 replies
- 58
- nolesrule2 hrs ago
- Tips & Tricks
Newbie needing advise; bills paid forgot to enter in budget first
I'm new to YNAB so I'm going to hopefully explain this correctly. I didn't go on for a week or so, and in that time I paid most of my bills. Those bills hadn't yet been budgeted for in YNAB,…
- Khaki Boat
- Khaki_Boat.8
- 5 days ago
- 14 replies
- 172
- 1
- nolesrule2 hrs ago
- Getting Started
- Answered
- Answered
New Forum Feature Request Form
Say that 10x fast 😅 We are implementing a brand new feature request form in our forum today. It will walk you through a few more detailed questions than the previous version,…
- Veronica at YNABYNAB Support
- Veronica_ynab
- yesterday
- 7 replies
- 143
- 2
- Harry Knoener4 hrs ago
- Announcements
What did you do to improve your finances today?
This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-)
- Winterlover
- Welmoed
- 1 yr ago
- 821 replies
- 21,506
- 33
- Voracious Reader5 hrs ago
- YNAB Wins
Fun and simple videos introduce many financial concepts
https://www.mycccu.com/moneything/#1550081929945-b6967383-be1d Enjoy
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- yesterday
- 3 replies
- 20
- 1
- MsTJ9 hrs ago
- Parenting
Handling a Balance Transfer
Alright, so after scouring these forums and polling family/friends for advice, I decided to go ahead and open a balance transfer CC account (0% APR for 21 months).…
- SiruhTheSantas
- siruhthesantas
- 6 mths ago
- 6 replies
- 161
- Kingwing6910 hrs ago
- Credit Cards
How often does YNAB sync, and how can you tell if it happened or not?
When you have bank import syncing set up, how often does YNAB contact the bank and do a sync? Just when you open YNAB in the browser, or more often during an open session?…
- Slate Gray Storm
- Slate_Gray_Storm.1
- 1 yr ago
- 97 replies
- 10,109
- 2
- Violet Dragon10 hrs ago
- Bank Importing
- Answered
- Answered
Chase import not working!
None of my chase accounts are able to import transactions today. I deleted the connection and YNAB says when I try to re add it: "We're having trouble connecting to this financial institution.…
- Cyan Cornet
- Cyan_Cornet.7
- 8 days ago
- 24 replies
- 80
- 2
- Orange Dragon11 hrs ago
- Bank Importing
- Answered
- Answered
Fidelity BrokerageLink Not Showing up
I have a Fidelity 401k that I am trying to link with YNAB. In Fidelity the account is a "BrokerageLink" account so for my current employer I have two accounts,…
- Steel Blue Rhythm
- Steel_Blue_Rhythm.4
- 9 mths ago
- 19 replies
- 354
- 2
- Spring Green Wildebeest11 hrs ago
- Bank Importing
Transactions imported to wrong credit card - best way to fix?
I have two Chase cards and for about a week they were not importing despite being "connected" I just removed the connection and then reinstalled it and the missing connections imported - but onto…
- yma namtug
- Cyan_Network.2
- yesterday
- 6 replies
- 19
- FanessYNAB Support12 hrs ago
- Bank Importing
Poor bank support
Hi, all. I use YNAB on my Desktop already for a while. I really like it. The limitation about the usage restrict to my desktop (I hate the mobile app for this version) and Dropbox sync (also hate…
- Harry Knoener
- hknoener
- 1 yr ago
- 41 replies
- 3,858
- 5
- FanessYNAB Support12 hrs ago
- Bank Importing
- Answered
- Answered
"Payment" field for credit card keeps coming out of balance
For all but one of my credit cards, they work as they should. The "payment" column tracks with my spending so that when it comes time to pay off the card,…
- Sky Blue Network
- Sky_Blue_Network.7
- yesterday
- 19 replies
- 108
- FanessYNAB Support12 hrs ago
- Accounts & Transactions
Chase credit card import issue
My Chase credit card stopped importing about a week ago - I have unconnected and reconnected and it says the connection is good. But still: no import. Advice?
- yma namtug
- Cyan_Network.2
- 2 days ago
- 5 replies
- 18
- 1
- FanessYNAB Support13 hrs ago
- Bank Importing
Does YNAB "Learn" Regular Transactions and Enter Them Automatically?
I have a transaction that I need to enter manually 2x every month. I download everything else, with this exception. I noticed this month that this transaction popped up on my list of expenses (I was…
- Ivory Keyboard
- Ivory_Keyboard
- 16 hrs ago
- 4 replies
- 39
- FanessYNAB Support13 hrs ago
- Tips & Tricks
How to import categories from csv
Hi, is there a possibility to import categories from the csv file? All my transactions are imported correctly, however the category field is lost. I already tried naming the category column…
- Slate Blue Hail
- Slate_Blue_Hail.5
- 10 mths ago
- 10 replies
- 423
- 2
- FanessYNAB Support15 hrs ago
- Bank Importing
I'm new to YNAB and I want to update my starting balance on a credit card so that the starting balance reflects the beginning of the month.
- Cadet Blue Battery
- Cadet_Blue_Battery.1
- 1 yr ago
- 18 replies
- 478
- FanessYNAB Support15 hrs ago
- Credit Cards
- Answered
- Answered
Migrating from YNAB 4
If I choose to migrate from YNAB 4, does all my historical data come with it? I know it is recommended to start fresh but next month with the new operating system on my Mac I will no longer be able…
- YNAB Richard
- ynab_richard
- yesterday
- 7 replies
- 53
- FanessYNAB Support15 hrs ago
- Getting Started
Alliant Credit Union - Two-factor Authentication
My credit union just went to Two-factor Authentication and now I can't link my accounts to my YNAB account. When I try to link my accounts, I get the text from my bank with the codes to enter but…
- Race4life
- Spring_Green_Grizzly
- 5 mths ago
- 32 replies
- 324
- 4
- casner15 hrs ago
- Bank Importing

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